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Enlightenment Research’s Xcel Energy XEL Stock Holding History

Enlightenment Research’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,600
Closed -$234K – 126
2019
Q3 		$234K Buy
+3,600
New +$224K 0.52% 71
2019
Q2 		– Sell
-4,600
Closed -$259K – 301
2019
Q1 		$259K Buy
+4,600
New +$245K 0.5% 64

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enlightenment Research's XEL Position: Q4 2019 in Review

Enlightenment Research sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 3,600 shares — an estimated $234K sold.

Enlightenment Research first reported a position in XEL in Q1 2019 and held it in 2 quarters. The position peaked at $259K in Q1 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • Enlightenment Research reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
  • Enlightenment Research sold 3,600 Xcel Energy shares in Q4 2019, an estimated $234K.
  • Enlightenment Research first reported a position in Xcel Energy in Q1 2019 and held it in 2 quarters.
  • Enlightenment Research's Xcel Energy position peaked at $259K in Q1 2019.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Enlightenment Research's 13F filing for Q4 2019, filed 11 Feb 2020.